Capital Group Short Duration Municipal Income ETF
CGSM
83 hedge funds and large institutions have $571M invested in Capital Group Short Duration Municipal Income ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 9 reducing their positions, and 3 closing their positions.
533% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 3
411% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 9
20% more funds holding
Funds holding: 69 → 83 (+14)
15% more capital invested
Capital invested by funds: $496M → $571M (+$74.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.09% less ownership
Funds ownership: 90.72% → 89.63% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.6M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$6.97M |
| 3 |
JP Morgan Chase
New York
|
+$6.34M |
| 4 |
LPL Financial
San Diego,
California
|
+$4.56M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGPCS
Capital Group Private Client Services
Los Angeles,
California
|
-$704K |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$263K |
| 3 |
PW
PUREfi Wealth
Boston,
Massachusetts
|
-$259K |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$250K |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$24.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
76
GWN Securities
Palm Beach Gardens,
Florida
| $208K | +$208K | +7,986 | New |
|
|
AF
77
Advisornet Financial
Minnetonka,
Minnesota
| $121K | -$2.14K | -82 | -2% |
|
|
FHA
78
First Horizon Advisors
Memphis,
Tennessee
| $67.1K | +$61.9K | +2,372 | +1,135% |
|
|
GWSG
79
GPS Wealth Strategies Group
Centennial,
Colorado
| $50.7K | +$50.9K | +1,950 | New |
|
|
NS
80
NBC Securities
Birmingham,
Alabama
| $34K | +$34.2K | +1,312 | +131,200% |
|
|
EWA
81
EQ Wealth Advisors
Dallas,
Texas
| $30K | +$30.1K | +1,154 | New |
|
|
AF
82
Allworth Financial
Folsom,
California
| $13.8K | +$1.04K | +40 | +8% |
|
|
CFD
83
Creative Financial Designs
Kokomo,
Indiana
| $11.3K | – | – | – |
|
|
CFGS
84
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$534K | -20,537 | Closed |
|
85
UBS Group
Zurich,
Switzerland
| – | -$3.9K | -150 | Closed |
|
86
Fidelity Investments
Boston,
Massachusetts
| – | -$26 | -1 | Closed |
|
CGSM Hedge Fund Activity: Q1 2025 in Review
83 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Capital Group Short Duration Municipal Income ETF (CGSM) for Q1 2025, worth a combined $571M — up 15% from $496M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CGSM positions and 3 closed out — a net gain of 16 holders — while 46 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.6M. The largest seller was Capital Group Private Client Services, cutting an estimated $704K.
- 83 institutional investors held Capital Group Short Duration Municipal Income ETF (CGSM) as of Q1 2025, up from 69 in Q4 2024.
- Funds reported $571M of Capital Group Short Duration Municipal Income ETF stock for Q1 2025, up 15% quarter-over-quarter.
- 19 funds opened new Capital Group Short Duration Municipal Income ETF positions in Q1 2025 and 3 closed out, a net change of +16 holders.
- The largest Capital Group Short Duration Municipal Income ETF buyer in Q1 2025 was Morgan Stanley, an estimated $21.6M added.
- The largest Capital Group Short Duration Municipal Income ETF seller in Q1 2025 was Capital Group Private Client Services, an estimated $704K sold.
Based on aggregated 13F filings for Q1 2025.